Andrew Zamfotis is responsible for assisting in all phases of the equity research process and since November 2017 has been a part of the portfolio management team. Prior to joining AMI, Mr. Zamfotis was a Senior Analyst at EVA Dimensions, an equity research firm focused on economic profit-based models whose clients manage over $100 billion in assets. Prior to EVA, he was a senior analyst at the long-short hedge fund Legarde Capital Management. Mr. Zamfotis began his career at the Halyard Capital Fund, a private equity fund where he was responsible for the Fund’s investments into Technology, Media, Internet, and Telecommunications companies. He holds a Bachelor of Science in Finance and Information Systems degree from New York University’s Stern School of Business where he graduated with honors. Mr. Zamfotis is a CFA® Charterholder and has been with the firm since 2015.
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(Tuesday, June 2, 2020, 9:07 p.m. EST) Business owners are in a tight spot: Federal tax rules have eased restrictions to allow those harmed by the epidemic to borrow from their IRA or federally qualified retirement plan; but without careful planning,